Dec 6, 2021 10:59 AM
I need a workflow that copies the first Line Item name to a text property on the parent Deal. I haven't found a way to copy from Line Item. What would be a good approach?
Dec 6, 2021 11:15 AM
Hi @pbmartin , as far as I can see this isn't currently possible. If you share a bit about what your goal is with copying the line item name to a text property I'd be happy to see if I have any other suggestions?
Dec 6, 2021 12:40 PM
We have clients who have multiple Deals working at a time and we need to differentiate between the Deals. Normally, the first Line Item and expiration date are good ways to distinguish Deals from the same Company. I'd like to copy the first Line Item entered into a text property ([Primary Service]) and fill the Deal Name with
[Company] + ": " + [Primary Service] + " | Exp: " + [Recurring Revenue Inactive Date] + " ID: " + [Deal Id]
Any thoughts on filling [Primary Service] from the Line Items via workflow?